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Dimensional Global Real Estate ETF (DFGR) Institutional Ownership

Dimensional Global Real Estate ETF logo
$27.06 +0.06 (+0.22%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Number of
Institutional Buyers
(last 12 months)
207
Total
Institutional Inflows
(last 12 months)
$622.83M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$125.14M
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DFGR Institutional Buying and Selling by Quarter

Dimensional Global Real Estate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025Lam Group Inc.145,515$3.90M2.6%-19.5%0.155%
7/3/2025Trust Co of the South93,968$2.52M0.4%+25.0%0.100%
5/30/2025Porter White Investment Advisors Inc.86,209$2.26M1.1%N/A0.095%
5/29/2025Parkshore Wealth Management Inc.228,545$6.00M3.5%+15.9%0.251%
5/21/2025Geneos Wealth Management Inc.42,684$1.12M0.0%+4.6%0.047%
5/20/2025Focus Partners Wealth3,234,387$84.94M0.2%+5.4%3.550%
5/20/2025Integrity Alliance LLC.118,432$3.11M0.1%N/A0.130%
5/19/2025Jane Street Group LLC479,008$12.58M0.0%-56.8%0.526%
5/19/2025Client 1ST Advisory Group LLC33,131$870K0.3%-19.8%0.036%
5/16/2025HFM Investment Advisors LLC152,966$4.02M1.2%N/A0.170%
5/16/2025NewEdge Advisors LLC114,851$3.02M0.0%-25.9%0.128%
5/16/2025Integrated Wealth Concepts LLC32,601$856K0.0%+7.5%0.036%
5/16/2025Investmark Advisory Group LLC13,553$356K0.2%-7.0%0.015%
5/16/2025Jentner Corp460,762$12.10M3.6%+7.3%0.513%
5/16/2025AQR Capital Management LLC22,327$586K0.0%+9.8%0.025%
5/15/2025Focus Partners Advisor Solutions LLC1,169,039$30.70M0.5%+9.8%1.301%
5/15/2025Betterment LLC91,693$2.41M0.0%+11.7%0.102%
5/15/2025OLD Mission Capital LLC64,204$1.69M0.0%-13.0%0.071%
5/14/2025BWM Planning LLC27,087$711K0.3%-16.1%0.030%
5/14/2025Jane Street Group LLC479,008$12.58M0.0%-56.8%0.533%
5/14/2025Kestra Advisory Services LLC30,188$793K0.0%+5.5%0.034%
5/14/2025Wescott Financial Advisory Group LLC966,696$25.39M2.6%-0.4%1.076%
5/14/2025Flow Traders U.S. LLC24,579$645K0.0%N/A0.027%
5/14/2025VanderPol Investments L.L.C.9,428$248K0.5%N/A0.010%
5/13/2025American Investment Services Inc.244,960$6.43M1.1%+3.2%0.273%
5/13/2025EverSource Wealth Advisors LLC196,234$5.15M0.3%+238.4%0.218%
5/13/2025Waypoint Wealth Partners Inc.136,064$3.57M1.0%+2.8%0.151%
5/13/2025Vestmark Advisory Solutions Inc.221,538$5.82M0.1%+8.6%0.247%
5/12/2025Financial Engines Advisors L.L.C.319,867$8.40M0.0%+0.9%0.356%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors110,406$2.91M0.2%+10.2%0.123%
5/12/2025Balanced Rock Investment Advisors LLC93,451$2.45M2.0%+5.2%0.104%
5/12/2025Summit Financial Strategies Inc.807,988$21.22M2.1%+9.0%0.899%
5/12/2025Savvy Advisors Inc.13,506$355K0.0%N/A0.015%
5/9/2025Keb Asset Management LLC45,311$1.19M0.3%+55.8%0.050%
5/9/2025Chicago Partners Investment Group LLC102,150$2.71M0.1%-2.1%0.114%
5/9/2025Geometric Wealth Advisors345,081$9.06M1.5%+5.1%0.384%
5/9/2025North Ridge Wealth Advisors Inc.242,994$6.38M4.3%+9.4%0.270%
5/9/2025Hemington Wealth Management152,116$3.99M0.6%+832.7%0.169%
5/9/2025McMill Wealth Management169,694$4.46M1.6%+20.8%0.189%
5/9/2025Wealthspire Advisors LLC2,447,374$64.27M0.4%+1.8%2.724%
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5/9/2025W.H. Cornerstone Investments Inc.46,293$1.22M0.8%+3.5%0.052%
5/9/2025Cooper Haims Advisors LLC123,512$3.24M1.8%+7.3%0.137%
5/8/2025Abacus Wealth Partners LLC29,855$784K0.1%-18.1%0.033%
5/8/2025Modera Wealth Management LLC36,855$968K0.0%+1.2%0.041%
5/8/2025Aegis Wealth Management LLC78,142$2.05M1.2%+30.2%0.087%
5/8/2025Delap Wealth Advisory LLC19,155$503K0.3%+7.0%0.021%
5/8/2025Squire Investment Management Company LLC10,628$279K0.1%N/A0.012%
5/7/2025AWM Capital LLC132,222$3.47M0.4%+7.7%0.147%
5/7/2025Wealthstream Advisors Inc.23,161$608K0.1%+16.1%0.026%
5/7/2025LPL Financial LLC943,130$24.77M0.0%+23.2%1.050%
5/7/2025Keyvantage Wealth LLC34,671$910K0.4%N/A0.039%
5/7/2025Vawter Financial Ltd.165,459$4.35M2.4%+10.7%0.184%
5/7/2025Security Financial Services INC.8,344$219K0.0%N/A0.009%
5/6/2025Abel Hall LLC46,254$1.22M0.7%+10.9%0.051%
5/6/2025Physician Wealth Solutions Inc.46,911$1.23M0.6%+95.5%0.052%
5/5/2025Parkworth Wealth Management Inc.28,753$755K0.6%+2.3%0.032%
5/5/2025IFP Advisors Inc5,250$138K0.0%+50.7%0.006%
5/5/2025Aspen Capital Management LLC443,822$11.66M3.7%N/A0.494%
5/5/2025Nwam LLC8,592$226K0.0%-10.4%0.010%
5/5/2025JMG Financial Group Ltd.4,796,352$125.95M4.2%+20.1%5.338%
5/5/2025JDH Wealth Management LLC138,336$3.63M3.1%+12.3%0.154%
5/2/2025Forum Financial Management LP14,229,110$373.66M6.2%+1.6%15.837%
5/2/2025KM Capital Management Ltd.29,722$781K0.4%-36.7%0.033%
5/2/2025Seaside Wealth Management Inc.26,717$702K0.3%+15.3%0.030%
5/2/2025Private Wealth Management Group LLC497,680$13.07M4.8%+7.3%0.554%
5/2/2025Larson Financial Group LLC1,108$29K0.0%-29.5%0.001%
5/2/2025Mosaic Family Wealth Partners LLC151,773$3.99M0.6%-9.7%0.169%
5/2/2025SageOak Financial LLC54,067$1.42M1.3%+35.3%0.060%
5/2/2025LJI Wealth Management LLC25,826$678K0.1%-2.7%0.029%
5/1/2025LRI Investments LLC147,143$3.86M0.3%-7.6%0.164%
5/1/2025CWM LLC5,052$133K0.0%-25.7%0.006%
5/1/2025Peirce Capital Management LLC266,159$6.99M3.5%-3.1%0.296%
5/1/2025Acorn Wealth Advisors LLC10,216$268K0.1%+6.4%0.011%
5/1/2025Bridge Generations Wealth Management LLC383,891$10.08M6.3%-2.1%0.427%
5/1/2025Forum Private Client Group LLC143,275$3.76M1.6%+27.9%0.159%
5/1/2025Diversify Wealth Management LLC10,645$278K0.0%N/A0.012%
5/1/2025Sage Rhino Capital LLC73,337$1.93M0.4%+1.4%0.082%
4/30/2025Vestia Personal Wealth Advisors52,657$1.38M1.0%+18.0%0.059%
4/30/2025TRU Independence Asset Management 2 LLC26,564$698K0.5%+20.4%0.030%
4/30/2025Allworth Financial LP15,933$412K0.0%-13.8%0.018%
4/30/2025Poinciana Advisors Group LLC54,979$1.44M1.5%+8.9%0.061%
4/30/2025Index Fund Advisors Inc.714,640$18.77M1.2%-0.6%0.795%
4/30/2025Rehmann Capital Advisory Group10,583$278K0.0%+4.0%0.012%
4/30/2025Vested Financial Planning LLC8,484$223K0.2%-5.1%0.009%
4/30/2025Brown Advisory Inc.10,439$274K0.0%N/A0.012%
4/30/2025Core Wealth Management Inc.19,994$525K0.2%+43.9%0.022%
4/29/2025Envestnet Asset Management Inc.212,611$5.58M0.0%+8.8%0.237%
4/29/2025von Borstel & Associates Inc.141,660$3.72M1.1%+33.3%0.158%
4/29/2025Morris Financial Concepts Inc.49,863$1.31M0.5%+3.7%0.055%
4/29/2025New Capital Management LP208,690$5.48M1.6%-32.0%0.232%
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4/29/2025Tilson Financial Group Inc.209,829$5.51M2.2%+4.9%0.234%
4/29/2025OneDigital Investment Advisors LLC734,389$19.29M0.2%+2.7%0.817%
4/29/2025Sterling Financial Planning Inc.187,091$4.91M1.8%+7.9%0.208%
4/28/2025D.A. Davidson & CO.71,782$1.89M0.0%+3.0%0.080%
4/28/2025Red Lighthouse Investment Management LLC2,373$61K0.0%-23.8%0.003%
4/25/2025Yardley Wealth Management LLC96,949$2.55M1.5%-12.5%0.108%
4/25/2025DiNuzzo Private Wealth Inc.1,619,729$42.53M5.4%+0.7%1.803%
4/25/2025Northwest Wealth Management LLC81,462$2.14M0.4%+10.1%0.091%
4/25/2025Grunden Financial Advisory Inc.9,412$247K0.1%-15.5%0.010%
4/25/2025Master S Wealth Management Inc.257,401$6.76M3.5%+4.0%0.286%
(Data available from 1/1/2016 forward)

DFGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFGR shares?

During the previous two years, 245 institutional investors and hedge funds held shares of Dimensional Global Real Estate ETF. The most heavily invested institutionals were Forum Financial Management LP ($373.66M), JMG Financial Group Ltd. ($125.95M), Savant Capital LLC ($116.39M), Focus Partners Wealth ($84.94M), Wealthspire Advisors LLC ($64.27M), Brighton Jones LLC ($55.40M), and LifeGuide Financial Advisors LLC ($55.01M).Learn more on Dimensional Global Real Estate ETF's institutional investors.

Which institutional investors have been buying Dimensional Global Real Estate ETF's stock?

Of the 238 institutional investors that purchased Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forum Financial Management LP ($10.08M), JMG Financial Group Ltd. ($4.32M), Savant Capital LLC ($3.04M), LifeGuide Financial Advisors LLC ($2.09M), Private Ocean LLC ($2.06M), Brighton Jones LLC ($2.02M), and DiNuzzo Private Wealth Inc. ($1.62M).

How much institutional buying is happening at Dimensional Global Real Estate ETF?

Institutional investors have bought a total of 23,878,625 shares in the last 24 months. This purchase volume represents approximately $622.83M in transactions.

Which of Dimensional Global Real Estate ETF's major shareholders have been selling company stock?

Of the 72 institutional investors that sold Dimensional Global Real Estate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($1.26M), Forum Financial Management LP ($664.97K), Simplicity Wealth LLC ($470.40K), Stratos Investment Management LLC ($319.64K), Corient Private Wealth LLC ($260.79K), Wescott Financial Advisory Group LLC ($204.99K), and Fischer Investment Strategies LLC ($144.45K).

How much institutional selling is happening at Dimensional Global Real Estate ETF?

Institutional investors have sold a total of 4,710,539 shares in the last 24 months. This volume of shares sold represents approximately $125.14M in transactions.


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This page (NYSEARCA:DFGR) was last updated on 7/4/2025 by MarketBeat.com Staff
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